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Disclosery

BURNEY CO/: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURNEY CO/ on WFC, newest first. How the timeline and the estimate are built.

BURNEY CO/ held 54,481 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,481 shares
    Change vs previous 13F -42,837 shares

    0.12% of the 13F portfolio, value $4,502,349.

    13F-HR 0000940445-26-000004 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 97,318 shares
    Change vs previous 13F +1,399 shares

    0.24% of the 13F portfolio, value $7,747,524.

    13F-HR 0000940445-26-000003 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,919 shares
    Change vs previous 13F +2,067 shares

    0.28% of the 13F portfolio, value $8,939,631.

    13F-HR 0000940445-26-000001 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 93,852 shares
    Change vs previous 13F -5,156 shares

    0.25% of the 13F portfolio, value $7,866,698.

    13F-HR 0000940445-25-000011 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 99,008 shares
    Change vs previous 13F -50,363 shares

    0.27% of the 13F portfolio, value $7,932,535.

    13F-HR 0000940445-25-000010 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 149,371 shares
    Change vs previous 13F +75,464 shares

    0.39% of the 13F portfolio, value $10,723,344.

    13F-HR 0000940445-25-000004 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,907 shares
    Change vs previous 13F +37,324 shares

    0.18% of the 13F portfolio, value $5,191,205.

    13F-HR 0000940445-25-000001 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,583 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,066,559.

    13F-HR 0000940445-24-000018 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).